智通财经APP获悉，美银证券发布研报称，其覆盖的内地主要物业管理公司，在今年上半年实现8%的收入增长，核心利润增幅相若。虽然增长速度尚算稳健，但该行认为投资者更关注费用收回及营运现金流状况。该行认为，非国有企业在适应行业变化方面更为积极，但策略调整需要时间。
美银证券表示，上半年，行业参与者在利润率及营运现金流管理方面表现好于预期，但鉴于费用收取问题短期内难以解决，对该行业保持审慎。华润万象生活(01209)是美银在该行业的唯一“买入”推荐，并将目标价由原先44港元上调至45港元，仍是该行的行业首选。
美银证券因中国房地产物业管理公司减值损失快速上升而略微下调行业盈利预测，又因碧桂园服务(06098)盈利状况仍不稳定，但因股息展望较稳定，上调碧服目标价至6.3港元，维持“跑输大市”评级;该行降中海物业(02669)盈测，目标价下调至5.2港元。
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